Enjoy the Fisher Investments Advantages

Our founder, Ken Fisher, designed the firm with one vision in mind: putting clients at the forefront and building an investment management firm to support long-term investment objectives.

We believe the first step of successful investment management is putting your interests before our own. Our client-first approach puts the focus where it should be—on you and your investment needs. Our goal isn’t to achieve the impossible by picking the single best stock or predicting every market fluctuation. It’s to ensure your satisfaction by helping you achieve your long-term financial goals. Our firm’s approach reflects those values. We believe this focus on putting investors first is why we’ve successfully managed portfolios for more than 35 years and currently serve over 25,000 private clients.

Learn more about Fisher Investments’ benefits, and how we can help you plan the retirement investment strategy that’s right for you.

Who We Are

We’re a privately owned, independent money management firm headquartered on the West Coast, with billions of dollars under management.Learn More

What We Do

We manage virtually every aspect of the investment process for you, including account setup and transfers, asset allocation and trading, and ongoing management.Learn More

How We Do It

We start by getting to know you, and then we develop a personalized investment management strategy. As your needs and goals change, we’ll fine-tune your investment plan accordingly.Learn More

Fees and Performance

Many underestimate the role expenses play in portfolio performance. Every dollar kept in your portfolio is more money growing in the market. Learn about our transparent fee structure.Learn More

About Fisher

Founded in 1979, Fisher Investments is an independent, privately-owned money management firm with tens of billions under management. Fisher Investments maintains two principal business units, Fisher Investments Institutional Group and Fisher Investments Private Client Group, which serve a global client base of diverse investors. Fisher Investments’ clients include over 100 large institutions and over 26,000 high net worth individuals. Founder and CEO Ken Fisher has written the Forbes “Portfolio Strategy” column for 30 years, and has authored several New York Times bestsellers on finance and investing.